Broker Check
James  Veale

James Veale

Registered Representative & Investment Adviser Representative, Equity Services, Inc.

James has over 20 years' experience in financial services working with clients. He’s most interested in those seeking a long-term relationship with a strategic advisor/partner. He specializes in working with closely-held and family business owners, corporate/key executives, affluent families, and individuals seeking objective advice. He is great at listening and understanding his clients' goals and helps partner with them to provide thought leadership. Using an in-depth process, he works to create a customized plan and help his clients implement recommended strategies. He directly advises clients with Investment/Asset Management, Retirement Planning, Protection/Risk Management, and Wealth Transfer Strategies.

James is a lifelong resident of Rock Hill, SC. He attended Winthrop University where he earned a Bachelor of Arts. He currently maintains the Series 7 & Series 63 licenses and is a Life/Health licensed Insurance Agent.

James Veale is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in SC, NC and GA. He is also insurance-licensed in SC.